Athena Wealth Management, LLC 13F 持仓 · 2026年Q3
Athena Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 1.39 亿美元。前几大持仓：FLDR（28.62%）、AAPL（5.14%）、MSFT（3.71%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLDR | FIDELITY MERRIMACK STR TR | $39.9M | 28.62% | 801,191 | 减持 |
| 2 | AAPL | APPLE INC | $7.2M | 5.14% | 21,477 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $5.2M | 3.71% | 10,077 | 增持 |
| 4 | PVAL | PUTNAM ETF TRUST | $4.1M | 2.94% | 77,862 | 增持 |
| 5 | IVV | ISHARES TR | $3.6M | 2.58% | 4,686 | 减持 |
| 6 | AMZN | AMAZON COM INC | $3.5M | 2.53% | 14,131 | 增持 |
| 7 | XOM | EXXONMOBIL HOLDINGS CORP | $3.5M | 2.49% | 21,323 | 新建仓 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.8M | 1.99% | 6,067 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $2.1M | 1.54% | 9,397 | 增持 |
| 10 | C | CITIGROUP INC | $2.0M | 1.41% | 15,203 | 减持 |
| 11 | VLO | VALERO ENERGY CORP | $1.8M | 1.32% | 4,755 | 增持 |
| 12 | CSCO | CISCO SYS INC | $1.8M | 1.29% | 16,758 | 减持 |
| 13 | KO | COCA COLA CO | $1.8M | 1.28% | 20,744 | 增持 |
| 14 | GDX | VANECK ETF TRUST | $1.7M | 1.25% | 19,898 | 增持 |
| 15 | COP | CONOCOPHILLIPS | $1.7M | 1.21% | 13,423 | 增持 |
| 16 | SCHW | CHARLES SCHWAB CORP (THE) | $1.7M | 1.21% | 17,283 | 增持 |
| 17 | FCX | FREEPORT MCMORAN INC | $1.7M | 1.19% | 23,689 | 减持 |
| 18 | BAC | BANK OF AMER CORP | $1.6M | 1.15% | 29,385 | 增持 |
| 19 | PM | PHILIP MORRIS INTL INC | $1.5M | 1.08% | 7,885 | 增持 |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.5M | 1.05% | 1,579 | 增持 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $1.5M | 1.05% | 2,166 | 增持 |
| 22 | ALL | ALLSTATE CORP | $1.4M | 1.00% | 6,251 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.91% | 2,547 | 增持 |
| 24 | UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.86% | 3,261 | 增持 |
| 25 | LUV | SOUTHWEST AIRLS CO | $1.2M | 0.85% | 28,556 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR